
Broadcom makes key networking products for artificial intelligence (AI) development.
Taiwan Semiconductor fabricates the chips that its clients design.
Sandisk's NAND flash memory products are in high demand for data centers.
Artificial intelligence (AI) continues to dominate market attention, as it offers more value to individuals and businesses. And it's a lot more than Nvidia these days. There are dozens of stocks that fit a growth profile, from chipmakers and AI platforms to data specialists and infrastructure giants.
Broadcom (NASDAQ: AVGO), Taiwan Semiconductor (NYSE: TSM), and Sandisk (NASDAQ: SNDK) are far from the only great AI stocks you can buy, but they're my top recommendations right now.
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Broadcom is known for its connectivity solutions, and today, that means it provides crucial infrastructure and networking solutions for AI clients. However, it's a leader in 24 related categories, making it a giant in the industry.
It's the AI that's driving growth right now, and AI semiconductor revenue increased 74% year over year in the 2025 fourth quarter, driving total revenue growth of 28%. Management is expecting AI semiconductor revenue growth to double year over year in the 2026 first quarter, driven by custom AI accelerators and Ethernet AI switches.
Wall Street is looking for revenue and earnings per share (EPS) to both increase more than 50% in 2026, and on a price-to-earnings growth basis of 0.3, Broadcom stock looks priced to buy.
Taiwan Semiconductor similarly provides vital AI services to hyperscaler clients. It fabricates the chips its clients design, making it an essential part of the process, and it recently opened operations in the U.S. for the first time, bringing it closer to its major customers like Nvidia and Apple and making it more resilient to tariffs.
Management recently said that it will raise capital expenditures this year, like many of its partners, to support their growth as the opportunity expands. Revenue increased 26% year over year in the 2025 fourth quarter, and while AI is driving growth, Taiwan Semiconductor also has robust smartphone and autonomous vehicle businesses, in addition to others.
Taiwan Semiconductor stock trades at a forward, one-year P/E ratio of 20, which is very attractive for a high-growth AI stock.
Sandisk provides memory and storage solutions for many kinds of technology. And although it's a household name for its memory cards, it was only spun off into its own company a year ago, during which it gained more than 1,600%.
The hyper-interest in Sandisk is coming from its NAND flash memory products, which are in high demand for data centers. Total company revenue increased 61% year over year in the 2026 fiscal second quarter (ended Jan. 2), but data center revenue was up 64% sequentially.
Like Broadcom and Taiwan Semiconductor, Sandisk has a broad business that services many types of technology, which makes it safer than young upstarts, but it's getting some high-growth juice for its essential place in AI development.
Sandisk stock trades at a P/E ratio of 15, which looks like a bargain for a high-growth AI stock.
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Jennifer Saibil has positions in Apple and Taiwan Semiconductor Manufacturing. The Motley Fool has positions in and recommends Apple, Nvidia, and Taiwan Semiconductor Manufacturing. The Motley Fool recommends Broadcom. The Motley Fool has a disclosure policy.